Health co-founder: prevent onboarding delays for program enrollments
Health co-founder: prevent onboarding delays for program enrollments
Health co-founders miss enrollments when contacts switch to 'Onboarded', causing provisioning gaps. Post enrollment info to your program platform so managers start provisioning.
Overview
Co-founders in health and wellness risk member frustration and provisioning gaps when enrollments aren't handed off reliably. This workflow delivers every 'Onboarded' contact into your program platform and notifies ops and program managers, eliminating manual handoffs and preventing missed onboarding steps.
Notable Features
- Post enrollment details to program platform
- Notify operations and program managers
- Format enrollment data for provisioning